Managing transaction alerts

These steps outline the processes for adding and managing transaction alerts.

1. View the Accounts section of the dashboard, or select Accounts from the main app menu.
2. Select an account belonging to the primary financial institution to bring up the account Details screen.
3. Select Manage alerts.
4. Choose a situation and follow the corresponding steps.

   Situation	Steps
   Add an alert	In the Transaction alerts section, select Add alert. Select Credit or Debit, and then input an amount over which to generate an alert. In the Notify by section, select Email, Text message, or In-app message. Select Add alert to save the alert and return to the Manage alerts screen.
   Edit an existing alert	Select Edit next to the transaction alert you want to edit. Change the options as desired, and then select Save to save the changes and return to the Manage alerts screen.
   Delete an existing alert	Select Edit next to the transaction alert you want to delete. Select Remove to delete the alert and return to the Manage alerts screen.